$NEL and $PCELL are indeed not that great, other players are toying around now with hydrogen, so I don't see them turning things around quickly. $BABA, $PYPL, $COIN and $TKA are in a bit of a negative spiral, but they are still decent companies. I would not sell those. BABA had ok results. PYPL and COIN are trying to turn things around. TKA is just one of those companies, that although value wise should be around 8, it is not up there. In 4 years it can be worth 7.5 and trade at 9.5, the stock market is just crazy.
For the rest you have a nice portfolio. Just one question why do you have a mix of distributing and accumulative etfs?
For the rest you have a nice portfolio. Just one question why do you have a mix of distributing and accumulative etfs?
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@JorisInvests because among the ones available in the EU, there are no distributing etfs for NASDAQ100 and Semiconductor Sector that fit my requirements
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